+55.9%
SOXL vs WWD
+27.2%
+28.7%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -1.9% | -6.9% | -6.4% |
| 7D | -37.9% | +7.3% | -45.2% | -43.1% |
| 30D | -59.4% | -2.0% | -57.4% | -57.6% |
| 3M | -52.3% | -12.6% | -39.7% | -42.4% |
| 6M | -47.7% | -8.4% | -39.3% | -38.3% |
| YTD | +58.8% | +8.2% | +50.5% | +78.7% |
| 1Y | +55.9% | +26.5% | +29.4% | +62.4% |
| All | +55.9% | +27.2% | +28.7% | +62.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded WWD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling